Financial Planning

At Dightman Capital, financial planning starts with a detailed understanding of your long-term goals. You’re unique, have distinct experiences and aspirations. Your plan should reflect those qualities. During our process we will learn about your current financial situation, lifestyle goals, time horizon, cash-flow needs and more. We will use the information you provide to create a detailed financial plan with easy to understand information you can use to make decisions about your financial future. Or process is proactive and collaborative. Things change. Situations come up. We believe maintaining control and flexibility is the key to a successful long-term plan.

Financial planning often involves competing priorities.

We help you determine what is really

importantand we focus on creating flexibility

to deal with life’s contingencies.

Over the years we have helped clients with a wide range of planning needs. Whether putting kids through college or purchasing a yacht at retirement, we can help you put the plan together to realize your goals and dreams!

In the event your situation requires expertise outside of our firm, we can make a conflict-free introduction to another professional. We are very comfortable working collaboratively with our clients tax and legal experts.

In the end we will work with you to pull all the pieces together to deliver a customized plan, with an emphasis on investment management, to help you get a clear sense of your current and future financial profile. We are not going to provide you with a laundry list of products to address every possible scenario you may encounter in life. We don’t sell products. Instead, we are going to show you how to build a plan that can address a variety of life’s opportunities and challenges.